Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPDW)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPDW) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.7K+ 2.97% |
$316K - $365K
|
371K
$13.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.7K+ 108.96% |
$315K - $364K
|
20.5K
$723K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
10.6K+ 4.08% |
$311K - $360K
|
270K
$9.52M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.5KNew |
$309K - $357K
|
10.5K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.3KNew |
$305K - $352K
|
10.3K
$365K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
10.2KNew |
$302K - $349K
|
10.2K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
10.1K+ 22.8% |
$297K - $343K
|
54.3K
$1.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
10KNew |
$295K - $341K
|
10K
$353K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
9.93K+ 10.39% |
$293K - $338K
|
106K
$3.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.88KNew |
$291K - $337K
|
9.88K
$349K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
9.77K+ 2.01% |
$288K - $333K
|
497K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
9.64K+ 0.83% |
$284K - $328K
|
1.18M
$41.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.55K+ 28.33% |
$281K - $325K
|
43.2K
$1.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.48K+ 6.43% |
$279K - $323K
|
157K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategic Financial Planning, Inc.
|
BUY
|
- |
9.42K+ 2.8% |
$278K - $321K
|
346K
$12.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.34K+ 30.13% |
$275K - $318K
|
40.3K
$1.42M
|
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
9.18K+ 7.25% |
$270K - $313K
|
136K
$4.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
9.16KNew |
$270K - $312K
|
9.16K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.1K+ 3.92% |
$268K - $310K
|
241K
$8.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.01KNew |
$265K - $307K
|
9.01K
$318K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.91KNew |
$263K - $304K
|
8.91K
$314K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.85KNew |
$261K - $302K
|
8.85K
$312K
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
8.74K+ 3.55% |
$258K - $298K
|
255K
$8.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.72KNew |
$257K - $297K
|
8.72K
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
8.6KNew |
$253K - $293K
|
8.6K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
8.59KNew |
$253K - $293K
|
8.59K
$303K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
8.59K+ 3.45% |
$253K - $293K
|
257K
$9.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
8.5KNew |
$250K - $290K
|
8.5K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
BUY
|
- |
8.5KNew |
$250K - $290K
|
8.5K
$300K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8.46K+ 16.99% |
$249K - $288K
|
58.2K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.4K+ 4.6% |
$248K - $286K
|
191K
$6.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
8.31K+ 19.79% |
$245K - $283K
|
50.3K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
8.02K+ 5.55% |
$236K - $273K
|
152K
$5.38M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.98K+ 105.92% |
$235K - $272K
|
15.5K
$547K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.91K+ 5.04% |
$233K - $270K
|
165K
$5.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
7.91KNew |
$233K - $270K
|
7.91K
$279K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
7.83K+ 2662.24% |
$231K - $267K
|
8.12K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7.8K+ 4.32% |
$230K - $266K
|
188K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.75K+ 32.02% |
$228K - $264K
|
32K
$1.13M
|
|
|
Jun 25, 2024
Q4 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
7.73KNew |
$228K - $263K
|
7.73K
$273K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
7.67KNew |
$226K - $261K
|
7.67K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7.66KNew |
$226K - $261K
|
7.66K
$270K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
7.52KNew |
$222K - $256K
|
7.52K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
7.5KNew |
$221K - $256K
|
7.5K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.49K+ 1.81% |
$221K - $255K
|
421K
$14.9M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
7.47KNew |
$220K - $255K
|
7.47K
$264K
|
|
|
Feb 09, 2024
Q4 2023
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
7.36K+ 1.08% |
$217K - $251K
|
689K
$24.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
7.28K+ 46.38% |
$214K - $248K
|
23K
$810K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.16K+ 6.67% |
$211K - $244K
|
114K
$4.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.16K+ 10.56% |
$211K - $244K
|
75K
$2.65M
|